Kristi
Trowbridge
Newbridge Financial Services Group, Inc
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About this Advisor
Kristi Trowbridge is a financial advisor based in Birmingham, Alabama, working with Newbridge Financial Services Group, Inc. Kristi has previously held positions at Securities America, Inc, Securities America Advisors, Nfp Advisors, Kestra Financial Services, Inc, and Newbridge Securities Corporation. Kristi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Kristi is part of Newbridge Financial Services Group, Inc, which operates out of Birmingham, Alabama. The firm has 38 offices and 183 employees. The firm manages assets totaling $566.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Newbridge Financial Services Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$566,247,154
183
2,506
$225,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kristi Trowbridge Work History
Newbridge Securities Corporation
Kestra Financial Services, Inc
Nfp Advisors
Securities America, Inc
Securities America Advisors
Disclosures
Please visit the SEC profile of Kristi Trowbridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Birmingham, AL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
